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Rework account views and addition flow (#1324)

* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
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Zach Gollwitzer 2024-10-18 14:37:42 -04:00 committed by GitHub
parent c7c281073f
commit e8e100e1d8
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88 changed files with 763 additions and 526 deletions

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@ -35,15 +35,6 @@ class Account::Balance::SyncerTest < ActiveSupport::TestCase
assert_equal [ 19600, 19500, 19500, 20000, 20000, 20000 ], @account.balances.chronological.map(&:balance)
end
test "syncs account with trades only" do
aapl = securities(:aapl)
create_trade(aapl, account: @investment_account, date: 1.day.ago.to_date, qty: 10)
run_sync_for @investment_account
assert_equal [ 52140, 50000, 50000 ], @investment_account.balances.chronological.map(&:balance)
end
test "syncs account with valuations and transactions" do
create_valuation(account: @account, date: 5.days.ago.to_date, amount: 20000)
create_transaction(account: @account, date: 3.days.ago.to_date, amount: -500)